Position in SBR
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$13,433,197
+$2,557,378 QoQ
Shares Held
178,301
+12.4% QoQ
Ownership
1.22%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SBR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Prospera Financial Services Inc holds $86,849,318 across 15 Oil & Gas Midstream names. SBR ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
941,495 | $35,626,170 | |
| 2 | ET |
Energy Transfer LP
|
1,064,992 | $20,554,345 | |
| 3 | SBR |
Sabine Royalty Trust
This page
|
178,301 | $13,433,197 | |
| 4 | WMB |
Williams Companies, Inc.
|
54,720 | $3,982,521 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
67,971 | $2,279,067 | |
| 6 | MPLX |
Mplx LP
|
33,922 | $1,935,928 | |
| 7 | ENB |
Enbridge Inc
|
34,474 | $1,866,422 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
6,418 | $1,821,171 |
All Filings in SBR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,433,197 | 178,301 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,875,819 | 158,609 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,602,164 | 57,918 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,071,014 | 31,059 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,003,420 | 29,597 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,910,793 | 29,483 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,761,618 | 28,519 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,646,295 | 25,449 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,598,080 | 25,131 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,334,466 | 19,665 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,291,969 | 19,605 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,194,964 | 18,122 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,173,590 | 16,343 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,194,420 | 13,978 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $993,556 | 13,978 | Shares | Sole | 2022-10-27 | |
| 2022-03-31 | $791,637 | 13,708 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $571,349 | 13,708 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $587,113 | 13,708 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $552,706 | 13,708 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $416,174 | 13,708 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $386,839 | 13,708 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||